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A Bear Market Doesn’t Have to Throw You Off Course

When the market dips your first reaction may be to change strategies, but doing so may not be in your best interest as an investor.

Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.

Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.



A bear market takes place when the stock market drops 20% or more from its peak. When a bear market happens, it can be tempting to change your investment strategy to avoid losing money. But when it comes to investing, being consistent and tolerating some short-term losses has historically led to significant long-term gains. In the last 40 years we’ve had 11 bear, or near bear, markets. As the chart below shows, there’s a big difference in outcomes for a consistent contributor versus an apprehensive investor. 

 

Three Possible Paths Through 11 Bear Markets (or Near Bears)1

(1979-2019)

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Past performance does not guarantee future results. For Illustrative purposes only. The performance shown is index performance and is not indicative of any Hartford mutual fund. Indices are unmanaged and not available for direct investment. 1 Data Source: Morningstar, 12/19. 2 No further investments were made. 3 Data Source: Ned Davis Research, 2020.

 

Talk to your financial advisor so you can feel confident investing in bull and bear markets alike.





S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. 

Bloomberg Barclays US Aggregate Bond Index is composed of securities from the Bloomberg Barclays Government/Credit Bond Index, Mortgage Backed Securities Index, Asset-Backed Securities Index, and Commercial Mortgage-Backed Securities Index.

Investing involves risk, including the possible loss of principal. • Diversification does not ensure a profit or protect against a loss in a declining market.

Additional Information Regarding Bloomberg Barclays Indices Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

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